It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WGSLX: Winslow Green Solutions (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/12/2007 |
| Last Dividend Date: | 12/17/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/24/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 11/12/2007 |
2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 16.1 | -16.8 | -6.3 | 33.3 | -54.0 | 9.3 |
| Sharpe Ratio | NA | 0.83 | -0.52 | -1.07 | 1.11 | -1.33 | 4.3 |
| Draw Down(%) | NA | 16.1 | 66.6 | 16.1 | 31.6 | 63.9 | 5.9 |
| Standard Deviation(%) | NA | 19.2 | 33.1 | 14.4 | 29.9 | 41.3 | 22.1 |
| Treynor Ratio | NA | 0.24 | -0.21 | -0.49 | 0.36 | -0.66 | 1.04 |
| Alpha | NA | -0.01 | -0.04 | -0.06 | -0.02 | -0.1 | 0.12 |
| Beta | NA | 0.67 | 0.83 | 0.31 | 0.94 | 0.83 | 0.91 |
| RSquared | NA | 0.59 | 0.83 | 0.25 | 0.88 | 0.88 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to WGSLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
